How to Use Vendors & Customers

Track vendors to keep a record of all the work they complete for you and track customers to see the work you complete on their behalf.

Written by Joseph Schmitt Updated over a week ago

Keeping track of your third-party vendors and your customer information is vital for accurate reporting, invoicing, and issuing accurate purchase orders. With UpKeep you can easily enter in vendor and/or customer information to then attach to work orders, assets, and parts.

Collaborate seamlessly through the web app or on mobile to efficiently complete tasks with external team members whether you're in or out of the office.

Make sure you're keeping track of customers and the work you do for them.